SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

AWS 230

AWS Scale Sales Hiring Marketing 230

SaaStr

NOVEMBER 17, 2023

The prices would be lower today for the latter two I suspect. ARR was the Median acquisition price in a “take private deal” Interestingly, it’s not all that different post-Boom and pre-Boom, as you can see above. What did he find? You might be worth less ? is interesting to see.

AWS 271

AWS SaaS Pricing Acquisition 271

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. RI pricing for On-demand usage. No lock-ins. Savings from Day 1.

Cloud spend optimization 228

Cloud spend optimization AWS Scale compliance 228

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Stock prices go up and down, inflation will come down, and interest rates won’t rise forever. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. So much going on in economy right now, from inflation to interest rates. Not bad for #3!

Cloud 271

Cloud Azure AWS Engineering 271

Clouded Judgement

APRIL 11, 2024

This has all resulted in the median stock price declining 5% YTD. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. What I’ve shown below is the market-adjusted stock price reaction.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

IT World

NOVEMBER 19, 2019

A cloud storage service first announced in 2015 that uses the decentralized, peer-to-peer architecture of blockchain to store encrypted data on the computers of users around the globe has unveiled its pricing model and production launch date.

Blockchain 49

Blockchain AWS Pricing Cloud 49

SaaStr

MARCH 23, 2023

Don’t put your financial health in jeopardy to pay a ton of taxes now in hopes of selling for a higher price later. What if the stock price falls 50%? They aren’t that OK if the stock price falls 50%, actually. Taxes are important, and confusing. Are you OK with that? If so, maybe hold the rest. And have seen a lot of IPOs.

Startup 243

Startup AWS Pricing Marketing 243

Tom Tunguz

APRIL 28, 2022

Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. That’s much more work than the automatic credit card payment with AWS. Tokens reward the validators and the stakers powering the decentralized networks.

Payment Solutions 257

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 257

SaaStr

DECEMBER 7, 2020

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. Atlassian and AWS, two of the greats, may hold a clue: Atlassian and AWS Say: “Maybe Worry a Little Bit” 4. “A Framework For Your First SaaS Sales Comp Plan” A SaaStr Classic, still going strong in 2020. With the actual cold emails.

Venture Capital 331

Venture Capital Sales Hiring AWS Cloud 331

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Usage-based pricing will be the key to successful monetization in the future.”. Usage-based pricing is in all layers of the tech stack.

Scale 98

Scale Pricing Scaling AWS 98

SaaStr

APRIL 24, 2021

We could have picked many B2D services, like Twilio or others, too, which have primarily or substantial transaction pricing too. First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

JUNE 28, 2023

The classic “high-end of self-service” price point. It’s tough out there in the public markets, folks. 5 Interesting Learnings: #1. Crossed 100,000+ Paying Customers, So About $2,800 ACV Per Customer. But $10k+ customers growing fastest. But $10k+ customers are growing 45% , so that’s where the biggest growth is. #2. A valuation of 4x ARR?

Scale 217

Scale AWS Scaling Revenue 217

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. We’ve all been waiting for cloud optimizations to ease up, and this is our clearest signal that we’re getting there. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Blulogix

NOVEMBER 8, 2023

Transforming the Technology Industry: The Power of Usage-Based Pricing By BluLogix Team The technology industry is in the midst of a profound transformation. Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector.

Technology 52

Technology Pricing Payment Features Subscription 52

SaaStr

MAY 21, 2022

ZoomInfo was the first post-Covid IPO in June 2020, and it priced at $8.3 A few case studies: * Sprout Social IPO’d in December 2019 at an $800m market-cap. It’s tripled. Its PLG-assisted sales motion has kept it capital efficient, and today it’s worth $2.7 It’s doubled. Zscaler’s market cap before Covid was about $6B.

AWS 241

AWS SaaS Cloud Scale 241

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Said another way, the 10Y today is double what it averaged from 2010 to 2020. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.

Cloud 161

Cloud Azure AWS Software Review 161

Buffer Resources

AUGUST 16, 2023

We’re also happy to share a more sustainable way of providing this information — our new transparent pricing dashboard. Another important detail to note is how Average Sales Price (ASP) and Expenses have changed over time. Our Average Sale Price (ASP) in 2014 was $13, while our total Operating Costs were $3,575,897.

Merchant Services 75

Merchant Services Payment Services Payment Features Payments 75

SaaStr

DECEMBER 12, 2022

A second multi-billion dollar vendor gave us 8 days to pay a massive price increase without notice. The way this public company did it was — awful. #3. That’s the entire annual price we were paying the prior vendor. I know I just didn’t even know what to say. #2. Oh, loved this one. Where was the notice?

Customer Success 268

Customer Success Systems Review AWS Software Review 268

Tom Tunguz

JULY 26, 2022

Microsoft Azure may have more customers under fixed contracts compared to Google, which may have more customers on a usage-based pricing model. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. I bet it’s some combination of the three.

GCP(Google Cloud Platform) 192

GCP(Google Cloud Platform) Cloud Azure AWS 192

SaaStr

JULY 8, 2023

At AWS Reinvent, if your customers are there. That can be 5x-50x the price. At Dreamforce, if you are in the SFDC ecosystem. At Shoptalk, if you are in eCommerce. At SaaStr Annual , if you are in SaaS and especially if you see to founders or revenue leaders. At least do a dinner or a party and get as many to come as you can.

AWS 227

AWS Enterprise Pricing Marketing 227

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever! So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

AUGUST 15, 2020

Recently I was catching up with a good friend who used to be CEO of an enterprise-y SaaS social networking company — and the usage and engagement numbers of his business were just awful. OK, just renew at last year’s price. Well, if we do, let’s get a big price cut if usage isn’t high. Should we renew?

AWS 282

AWS Churn Enterprise Engagement 282

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. Pricing model growth. Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data.

Subscription 52

Subscription Payment Features Pricing SaaS 52

OpenView Labs

JUNE 16, 2021

As this product-led wave gets bigger, the concept of usage-based pricing is becoming more and more appealing to software companies. Moving to usage-based pricing. An introduction to usage-based pricing. The Usage-Based Pricing Playbook. Usage-Based Pricing 2.0. 7 Reasons Usage-Based Pricing is the Future of SaaS.

Pricing 64

Pricing Scale Forecasting AWS 64

SaaStr

NOVEMBER 8, 2022

Does it cost so, so much to host a few million lines of code on AWS? As soon as your competitor cuts prices and quintuples their marketing budget … and is everywhere … can you stay out of the arms race? Raise prices tomorrow. If your competition is fierce, raise prices even more. So is SaaS cursed?

Scale 286

Scale SaaS Banking AWS 286

SaaStr

DECEMBER 27, 2023

Customers range from AWS skills-builder platforms with billions of users to Zoom using it for customers and employees. A Lesson Learned: Don’t Undervalue Your Product A lesson learned from growing a company to $1B is spending more time thinking through pricing strategically and doing it sooner. Let’s dive into it.

Sales Hiring 222

Sales Hiring Scale SMB Outsourced Development 222

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. It was pretty easy to drive that from our side.

Scale 221

Scale Marketplace as a Service Cloud SaaS Payments 221

SaaStr

NOVEMBER 24, 2021

Pothole #2 – Increasing Pricing Rate Without a Sustainable Moat. Raising prices might seem like a quick win to grow your revenue, but it’s critical to bear in mind the effect increased prices will have on your sales cycle, close rates, and disruption risk. Sell it to your market for half the price.

Sales Hiring 210

Sales Hiring Scale Compensation Sales 210

OPEXEngine

JANUARY 11, 2022

Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

OpenView Labs

JANUARY 29, 2020

The much-discussed pricing strategy took over the SaaS world and helped fuel the phenomenal success of SaaS pioneers like Dropbox, Evernote, SurveyMonkey and Hootsuite. Here’s a list of the top freemium pricing strategy resources: Table of Contents. A Look at the Impact of Freemium Pricing on SaaS Products. That is the question.

Pricing 82

Pricing Payments SaaS Payments Payment Solutions 82

OpenView Labs

MARCH 4, 2021

For their first five years in business, HubSpot offered three subscription packages ranging in price from $3,000 to $18,000 per year. So in 2011, they introduced usage-based pricing. This pricing change allowed HubSpot to share in the success of its customers. Download The Usage-Based Pricing Playbook.

Pricing 55

Pricing Outsourced Development Marketplace as a Service AWS 55